Free Trial
→ Trump Makes Major Crypto Announcement (From Crypto 101 Media) (Ad) Buy UVSP Stock  Free UVSP Stock Alerts

Univest Financial (UVSP) Institutional Ownership

Univest Financial logo
$29.73 +0.19 (+0.64%)
Closing price 05/1/2025 04:00 PM Eastern
Extended Trading
$29.68 -0.05 (-0.17%)
As of 05/1/2025 04:20 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Univest Financial (NASDAQ:UVSP)

Current
Institutional Ownership
Percentage
75.07%
Number of
Institutional Buyers
(last 12 months)
69
Total
Institutional Inflows
(last 12 months)
$41.78M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$33.93M
Get UVSP Insider Trade Alerts

Want to know when executives and insiders are buying or selling Univest Financial stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

UVSP Institutional Buying and Selling by Quarter

Univest Financial Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025CWM LLC8,794$249K0.0%+26.6%0.030%
4/29/2025 Bank of New York Mellon Corp150,845$4.28M0.0%-0.8%0.520%
4/29/2025 Leeward Investments LLC MA360,025$10.21M0.5%-4.2%1.241%
4/28/2025 Teacher Retirement System of Texas34,887$989K0.0%-37.9%0.120%
4/28/2025 BLB&B Advisors LLC25,417$721K0.0%+6.3%0.088%
4/17/2025 Janney Montgomery Scott LLC7,383$209K0.0%-70.1%0.025%
4/16/2025 Wealth Enhancement Advisory Services LLC9,751$277K0.0%+10.2%0.034%
4/16/2025 Everhart Financial Group Inc.28,449$807K0.1%+2.9%0.098%
4/15/2025 Assenagon Asset Management S.A.100,197$2.84M0.0%-13.3%0.345%
4/15/2025 SG Americas Securities LLC20,108$570K0.0%+107.7%0.069%
4/14/2025 Wedge Capital Management L L P NC26,797$760K0.0%+15.3%0.092%
4/11/2025 Insight Advisors LLC PA23,500$666K0.1%+100.0%0.081%
4/8/2025 Rhumbline Advisers44,953$1.28M0.0%-3.9%0.155%
4/7/2025 GAMMA Investing LLC11,798$335K0.0%+5,981.4%0.041%
3/18/2025California State Teachers Retirement System27,224$803K0.0%-1.5%0.094%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC43,946$1.30M0.0%-7.9%0.151%
2/17/2025Two Sigma Investments LP31,072$917K0.0%-36.7%0.107%
2/17/2025Two Sigma Advisers LP40,880$1.21M0.0%-31.0%0.141%
2/17/2025Rafferty Asset Management LLC20,901$617K0.0%+8.7%0.072%
2/17/2025ProShare Advisors LLC8,148$240K0.0%N/A0.028%
2/17/2025Nuveen Asset Management LLC136,397$4.03M0.0%-20.5%0.470%
2/17/2025Millennium Management LLC19,297$569K0.0%-33.7%0.066%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.16,468$486K0.0%+3.9%0.057%
2/17/2025Deutsche Bank AG28,505$841K0.0%+57.0%0.098%
2/17/2025Bridgeway Capital Management LLC198,567$5.86M0.1%-8.4%0.684%
2/17/2025Cary Street Partners Financial LLC11,988$354K0.0%N/A0.041%
2/17/2025Bank of America Corp DE132,333$3.91M0.0%+23.1%0.456%
2/17/2025BNP Paribas Financial Markets23,840$704K0.0%+94.1%0.082%
2/17/2025Ameriprise Financial Inc.398,475$11.76M0.0%+189.8%1.372%
2/14/2025Comerica Bank6,648$196K0.0%-10.8%0.023%
2/14/2025AQR Capital Management LLC309,248$9.13M0.0%-4.5%1.065%
2/14/2025Northern Trust Corp339,290$10.01M0.0%+2.8%1.168%
2/14/2025The Manufacturers Life Insurance Company 1,204,530$35.55M0.0%+6.7%4.147%
2/14/2025Tudor Investment Corp ET AL39,593$1.17M0.0%+68.8%0.136%
2/14/2025Two Sigma Securities LLC11,304$334K0.0%N/A0.039%
2/14/2025Voya Investment Management LLC10,043$296K0.0%-8.0%0.035%
2/14/2025Price T Rowe Associates Inc. MD32,910$972K0.0%+5.6%0.113%
2/14/2025State of Tennessee Department of Treasury8,284$244K0.0%N/A0.029%
2/14/2025Tower Research Capital LLC TRC 1,003$30K0.0%+161.2%0.003%
2/14/2025MetLife Investment Management LLC17,559$518K0.0%+5.8%0.060%
Watch This Robotics Demo Before July 23rd (Ad)

Jeff Brown, the tech legend who picked shares of Nvidia in 2016 before they jumped by more than 22,000%... Just did a demo of what Nvidia’s CEO said will be "the first multitrillion-dollar robotics industry."

Click here to watch the demo…
2/14/2025Dimensional Fund Advisors LP1,973,468$58.24M0.0%+0.0%6.796%
2/13/2025CANADA LIFE ASSURANCE Co3,940$116K0.0%-31.5%0.014%
2/13/2025Zacks Investment Management9,793$289K0.0%N/A0.034%
2/13/2025Keeley Teton Advisors LLC15,192$448K0.1%-13.7%0.052%
2/13/2025Barclays PLC73,185$2.16M0.0%+9.9%0.252%
2/13/2025Sterling Capital Management LLC18,216$538K0.0%+4.7%0.063%
2/13/2025LSV Asset Management14,900$440K0.0%-29.0%0.051%
2/13/2025Raymond James Financial Inc.77,891$2.30M0.0%N/A0.268%
2/13/2025Martingale Asset Management L P77,877$2.30M0.1%+8.9%0.268%
2/13/2025Renaissance Technologies LLC628,689$18.55M0.0%-3.4%2.165%
2/13/2025Legal & General Group Plc28,530$842K0.0%+1.9%0.098%
2/13/2025Invesco Ltd.85,901$2.54M0.0%+4.0%0.296%
2/13/2025Wells Fargo & Company MN18,698$552K0.0%+24.7%0.064%
2/12/2025ExodusPoint Capital Management LP19,633$579K0.0%N/A0.068%
2/12/2025Endeavour Capital Advisors Inc.242,084$7.14M2.3%-11.4%0.834%
2/12/2025Trexquant Investment LP9,816$290K0.0%N/A0.034%
2/12/2025Geode Capital Management LLC702,572$20.74M0.0%-0.3%2.419%
2/12/2025Arrowstreet Capital Limited Partnership239,059$7.06M0.0%+1.6%0.823%
2/12/2025Pacific Ridge Capital Partners LLC22,096$652K0.1%-20.8%0.076%
2/12/2025JPMorgan Chase & Co.139,102$4.11M0.0%+34.4%0.479%
2/12/2025UNIVEST FINANCIAL Corp531,828$15.69M1.0%+0.1%1.831%
2/11/2025Prudential Financial Inc.173,024$5.11M0.0%+23.0%0.596%
2/11/2025Corebridge Financial Inc.14,384$424K0.0%-7.0%0.050%
2/11/2025Vanguard Group Inc.1,625,773$47.98M0.0%-1.8%5.598%
2/11/2025LPL Financial LLC28,023$827K0.0%-6.9%0.096%
2/11/2025KLP Kapitalforvaltning AS17,300$511K0.0%N/A0.060%
2/11/2025American Century Companies Inc.632,354$18.66M0.0%+12.7%2.178%
2/11/2025 Teacher Retirement System of Texas56,148$1.66M0.0%+22.0%0.193%
2/10/2025Thrivent Financial for Lutherans32,462$958K0.0%-29.1%0.112%
2/10/2025Royce & Associates LP182,451$5.38M0.1%-25.1%0.628%
2/10/2025Connor Clark & Lunn Investment Management Ltd.24,722$730K0.0%+66.7%0.085%
2/7/2025Pzena Investment Management LLC1,149,117$33.91M0.1%-3.4%3.957%
2/7/2025AlphaQuest LLC14,571$430K0.1%+93.1%0.050%
2/7/2025PNC Financial Services Group Inc.4,796$142K0.0%+14.8%0.017%
2/6/2025Raymond James Financial Inc.77,891$2.30M0.0%N/A0.268%
2/6/2025Victory Capital Management Inc.28,200$832K0.0%+2.5%0.097%
2/6/2025Charles Schwab Investment Management Inc.245,387$7.24M0.0%-0.2%0.845%
2/5/2025Bailard Inc.21,132$624K0.0%+1.6%0.073%
2/4/2025Los Angeles Capital Management LLC26,645$786K0.0%-17.1%0.092%
2/4/2025 Bank of New York Mellon Corp152,028$4.49M0.0%+0.5%0.524%
2/4/2025 Leeward Investments LLC MA375,663$11.09M0.6%-6.9%1.294%
1/30/2025 Everhart Financial Group Inc.27,639$816K0.2%+5.0%0.095%
1/30/2025 Rhumbline Advisers46,768$1.38M0.0%+2.9%0.161%
1/28/2025Empowered Funds LLC98,430$2.91M0.0%+5.1%0.339%
1/28/2025 BLB&B Advisors LLC23,917$706K0.0%-11.1%0.082%
1/27/2025 Insight Advisors LLC PA11,750$348K0.1%-23.0%0.040%
1/17/2025 Janney Montgomery Scott LLC24,724$730K0.0%+2.0%0.085%
1/17/2025 SG Americas Securities LLC9,682$286K0.0%-5.7%0.033%
1/16/2025 Bernardo Wealth Planning LLC11,930$330K0.1%-7.7%0.041%
1/15/2025 Wedge Capital Management L L P NC23,239$686K0.0%-3.0%0.080%
Donald Trump is about to free crypto from its chains … (Ad)

Sure enough, Bitcoin took off on the exact day Juan said it would. It's up more than 40% since the election … surpassing $100,000 on Dec. 8 .… Now Juan believes it could hit $150,000 … or higher in 2025.

There's another coin he thinks could do even better.
1/14/2025 Assenagon Asset Management S.A.115,529$3.41M0.0%-49.4%0.398%
12/26/2024JPMorgan Chase & Co.103,531$2.91M0.0%+64.4%0.356%
11/27/2024Franklin Resources Inc.48,312$1.35M0.0%+35.9%0.166%
11/25/2024Wilmington Savings Fund Society FSB2,802$79K0.0%N/A0.010%
11/16/2024Geode Capital Management LLC704,445$19.83M0.0%+3.5%2.426%
11/15/2024Barclays PLC66,603$1.88M0.0%+91.3%0.229%
11/15/2024Jane Street Group LLC48,782$1.37M0.0%+75.8%0.168%
11/15/2024State Street Corp873,371$24.58M0.0%-2.0%3.007%
11/15/2024Hotchkis & Wiley Capital Management LLC394,900$11.11M0.0%-12.8%1.360%
11/15/2024Centiva Capital LP7,431$209K0.0%N/A0.026%
(Data available from 1/1/2016 forward)

UVSP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UVSP shares?

During the previous two years, 124 institutional investors and hedge funds held shares of Univest Financial. The most heavily invested institutionals were FMR LLC ($73.80M), Dimensional Fund Advisors LP ($58.24M), Vanguard Group Inc. ($47.98M), The Manufacturers Life Insurance Company ($35.55M), Pzena Investment Management LLC ($33.91M), State Street Corp ($24.58M), and Geode Capital Management LLC ($20.74M).Learn more on UVSP's institutional investors.

What percentage of Univest Financial stock is owned by institutional investors?

75.07% of Univest Financial stock is owned by institutional investors. Learn more on UVSP's institutional investor holdings.

Which institutional investors have been buying Univest Financial stock?

Of the 98 institutional investors that purchased Univest Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ameriprise Financial Inc. ($260.99K), The Manufacturers Life Insurance Company ($244.33K), American Century Companies Inc. ($232.31K), AQR Capital Management LLC ($214.57K), FMR LLC ($190.66K), Assenagon Asset Management S.A. ($188.13K), and Raymond James Financial Inc. ($155.78K).

How much institutional buying is happening at Univest Financial?

Institutional investors have bought a total of 3,014,158 shares in the last 24 months. This purchase volume represents approximately $70.70M in transactions.

Which Univest Financial major shareholders have been selling company stock?

Of the 62 institutional investors that sold Univest Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($508.02K), Pzena Investment Management LLC ($492.35K), The Manufacturers Life Insurance Company ($410.99K), Assenagon Asset Management S.A. ($171.21K), Dimensional Fund Advisors LP ($146.45K), Leeward Investments LLC MA ($106.81K), and UNIVEST FINANCIAL Corp ($100.57K).

How much institutional selling is happening at Univest Financial?

Institutional investors have sold a total of 2,856,507 shares in the last 24 months. This volume of shares sold represents approximately $64.02M in transactions.


Related Companies

This page (NASDAQ:UVSP) was last updated on 5/2/2025 by MarketBeat.com Staff
From Our Partners
Here’s How to Claim Your Stake in Elon’s Private Company, xAI
I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new milliona...
Brownstone Research | Sponsored
The next market Nvidia is positioned to dominate …
Robots — built by Nvidia. Forbes says this could be " a $24 trillion opportunity for investors." Huang s...
Weiss Ratings | Sponsored
Trump Orders 'National Digital Asset Stockpile'
Billionaires Rush Into Digital Banking Token Three massive forces are converging right now, creating what c...
Crypto 101 Media | Sponsored
Musk's warning signal: Prepare before the cascade begins
When Elon Musk triggered his AI layoff plan, most analysts missed what it really meant. Louis Navellier didn’t...
InvestorPlace | Sponsored
The collapse has already started
The headlines scream tariffs and export bans — but the real damage is happening in retirement portfolios. Tim ...
Investors Alley | Sponsored
Gold Hits New Highs as Global Markets Spiral
When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...
Premier Gold Co | Sponsored
Gold Alert: The Truth About Fort Knox Is Coming
Owning physical gold isn’t the best way to profit. I’ve found a better way to invest in gold—one that’s alr...
Golden Portfolio | Sponsored
The Trump Dump is starting; Get out of stocks now?
The first 365 days of the Trump presidency… Will be the best time to get rich in American history.
Paradigm Press | Sponsored